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paytek_haley
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Member since ‎Oct 22, 2020
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  • solutions
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  • Replies
    2
  • Upvotes Given
    24
  • Upvotes Received
    216
  • Ideas
    8

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Haley Kenna

As Canada's 22 ranked startup on the McClean's Growth List, we're looking to help other businesses grow through innovation and flexibility. www.paytek.ca

Activity

paytek_haley
Participant
July 22, 2022
Reply to Google sheets integration
+1! This would be less of a problem if there was an easy way to export the internal values for our account - we could do a simple vlookup or index(m...read more
paytek_haley
Participant
April 28, 2022
Reply to Dashboard cannot use date filter when using cross-reporting across contacts and companies
Essential change. People have been asking for this (pretty basic, at least from a face value level) feature of applying dashboard filters to cu...read more
paytek_haley
Participant
February 25, 2022
Reply to Editing notes on the mobile app
When our reps visit the "field" to meet with a client or prospect, they use the app on their company issued iPads. Because they can't edit notes,...read more
paytek_haley
Participant
February 04, 2022
Reply to Custom properties for Tasks
Major agreement here from our operations, support, marketing and sales teams!
paytek_haley on September 28, 2021
Pull data from cells in Google Sheets and map onto properties
In some cases, recording data in Sheets (or excel) is just more convenient and relevant than using Hubspot. It's easier to do calculations, or quickly track activities for a door to door sales team (our use case). But there are a lot of things H read more
Reply Idea Integrations
2 upvotes
1 Reply
paytek_haley
Participant
September 13, 2021
Reply to Reporting based on History of a property
Similar to @MattPutt , we want to be able to see what a property was at a certain time, not right now. Like Activity reports, you should be abl...read more
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